Title: Senior Officer, Legacy GivingTerms: Full-time permanent (34 hours/ 4-day week)Location: Based at any one of our three offices in Vancouver (məθkʷəy̓əm, Sḵwx̱wú7mesh, and səlilwətaɬ territories), Montreal (Kanien’kehà:ka territory), or Toronto (Tkaronto, the traditional territory of many nations including the Mississaugas of the Credit, the Anishinaabe, the Chippewa, the Haudenosaunee, and the Wendat peoples). Hybrid working options available.Department: DevelopmentReports to: Director, DevelopmentType: Unionized RoleAnnual Salary: $70,000 - $80,000Desired start: Early to mid-JanuaryTHE ROLEThe Senior Officer, Legacy Giving plays an integral role in the success of DSF’s fundraising. The role leads the planned giving program, building and managing a portfolio of prospective and confirmed legacy donors through strategic marketing and personalized stewardship. The Senior Officer, Legacy Giving is responsible for the administration of estate gifts and works closely with the Finance team and other members of the Development team.KEY RESPONSIBILITIES<ul><li>Build and manage relationships with existing and prospective planned giving donors, including developing and implementing marketing, cultivation and stewardship strategies to grow the program and strengthen donor commitment.</li><li>Coordinate legacy-related communications and events with Development colleagues through a variety of channels including mail, email, telemarketing and donor events.</li><li>Lead the administration of all planned gifts, working closely with the Director, Development, Finance team and legal counsel to ensure timely and ethical execution of bequests and other planned gifts.</li><li>Support donor relations staff by providing estate information needed to ensure timely administration of planned gifts.</li><li>Maintain comprehensive donor and estate records in Raiser’s Edge.</li><li>In collaboration with the Director, Development, develop annual plans, expense budgets and revenue projections for the planned giving program. Share regular updates on open estates and any changes to projections.</li><li>Monitor and evaluate marketing campaigns and adjust strategy as needed.</li><li>Stay current on trends, regulatory changes and best practices in planned giving.</li><li>Ensure compliance with CRA regulations and adhere to CAGP and AFP codes of ethics.</li></ul>

We are interconnected with nature, and with each other. What we do to the planet and its living creatures, we do to ourselves.
This is the fundamental truth guiding our work at the David Suzuki Foundation.

Founded in 1990, the David Suzuki Foundation is a national, bilingual non-profit organization headquartered in Vancouver, with offices in Toronto and Montreal.

Through evidence-based research, education and policy analysis, we work to conserve and protect the natural environment, and help create a sustainable Canada. We regularly collaborate with non-profit and community organizations, all levels of government, businesses and individuals.

Senior Officer, Legacy Giving

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David Suzuki Foundation

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